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Find an Independent or Restricted Financial Adviser

Find the best FCA regulated financial advisers near you. Get expert help with pensions, investments, retirement planning and more
Evelyn Partners

Evelyn Partners

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
985
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Rye
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
D
S
T
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Ascot Lloyd

Ascot Lloyd

Solihull
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1967
Minimum
wealth
£150k+
Meet the team
Catherine Wilde
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Gilliland Neilson Brown Independent Financial Advice

Gilliland Neilson Brown Independent Financial Advice

Glasgow
Initial consultation free
FCA verified
Independent
We focus on ensuring you achieve your goals without breaking the bank on costs. You are our top priority, so we only do what is in your best inerests.
Clients
helped
107
Minimum
wealth
£50k+
Meet the team
Steven Mason
Karen Blaney
Ailsa Brown
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Armstrong Wealth Ltd

Armstrong Wealth Ltd

Hassocks
Initial consultation free
FCA verified
Independent
Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
Clients
helped
133
Minimum
wealth
£50k+
Meet the team
Duncan Armstrong
H
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Parker Jumabhoy Wealth Management

Parker Jumabhoy Wealth Management

Bremhill
Initial consultation free
FCA verified
Restricted
Kathryn Jumabhoy has been providing financial advice for over 12 years. She provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
59
Minimum
wealth
£0+
Meet the team
Kathryn Jumabhoy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Addlestone
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Matthew Dudley - Pocock Sanders Ltd.

Matthew Dudley - Pocock Sanders Ltd.

Bournemouth
Initial consultation free
FCA verified
Independent
Are you building a business, planning for retirement or growing your family wealth, and don’t have a clear plan. You want your money working harder. You want to save tax where you can. You want to know your family will be looked after, whatever happens.
Clients
helped
566
Minimum
wealth
£250k+
Meet the team
Matthew Dudley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Pilgrim Wealth Management Ltd

Pilgrim Wealth Management Ltd

Walton on thames
Initial consultation free
FCA verified
Independent
With over 20 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment. We help you stay the course and build lasting financial peace.
Clients
helped
136
Minimum
wealth
£250k+
Meet the team
Duncan Pilgrim
Richard Wilson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Bellshill
Initial consultation free
FCA verified
Independent
As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.
Clients
helped
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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